See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,797 | $159,602-70.7% | $150,045-68.8% | $142,382-67.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.74% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,308 | $4,961-53.5% | $4,693-50.8% | $4,299-46.3% |
| Participant deferral / active EE | $3,890 | $8,310-53.2% | $7,997-51.4% | $6,507-40.2% |
| Admin fee / account holder | $355 | $14,846-97.6% | $13,435-97.4% | $12,624-97.2% |